Treasury Solutions Sales Officer - NYC, NY - New York, NY

Valley National Bank
United States, New York, New York
Oct 23, 2025
Responsibilities include but are not limited to: * Use Consultative Selling techniques with clients - prospects in determining what product sets and features best suit the client/prospect requirements. * Analysis of account activity and balances for proposals, generate proposal, present to client/prospect and close sale. * Obtain the required service agreements for requested product sets and account documentation. * Manage the implementation process along with Cash Management/Treasury Solutions Operations. * Manage overall client satisfaction with regards to Cash Management/Treasury Solutions product/services. * Support the Retail Bank's efforts in analyzing deposit relationships with both existing and prospective relationships. * Attend assigned District Sales Manager meetings on at least a monthly basis. * Follow-up on all Sales calls. * Work with Territory Sales Managers, District Sales Managers and Commercial Lenders in identifying cash management/treasury solutions opportunities with both existing client base and prospect client base. * Support the Commercial Bank's efforts in analyzing deposit relationships with both existing and prospective relationship. * Attend assigned Commercial Bank Team's monthly meetings. * Follow-up on all Sales calls. * Responsible for a defined number of Retail Bank Sales Districts and Commercial Bank Sales Territories, which might differ from each other. * Create monthly sales reports reflecting pipeline of sales activities, new product sets sold, and lost business.